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Midwestern Financial

Latest statistics and disclosures from Midwestern Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, AGG, FLV, ACWX, AVEM, and represent 37.15% of Midwestern Financial's stock portfolio.
Added to shares of these 10 stocks: SPY, AGG, JPST, ACWX, FLV, IAGG, VO, SCHA, VTEB, AVDE.
Started 2 new stock positions in JPM, COST.
Reduced shares in these 10 stocks: VTV, VBR, VTI, VEA, VWO, VGSH, LQD, SCHB, ROP, SBUX.
Midwestern Financial was a net buyer of stock by $7.4M.
Midwestern Financial has $127M in assets under management (AUM), dropping by 5.17%.
Central Index Key (CIK): 0002083276

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Portfolio Holdings for Midwestern Financial

Midwestern Financial holds 54 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	10.2	$13M	+18%	20k	650.34	View chart
Ishares Tr Core Us Aggbd Et (AGG)	7.7	$9.8M	+18%	99k	99.27	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	7.4	$9.4M	+10%	123k	76.69	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	6.5	$8.3M	+18%	121k	68.47	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	5.3	$6.8M	+7%	84k	80.58	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	5.3	$6.7M	+7%	80k	84.84	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	4.4	$5.5M	+33%	110k	50.61	View chart
Vanguard Index Fds Value Etf (VTV)	3.9	$4.9M	-19%	25k	196.20	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	3.6	$4.5M	-3%	180k	25.10	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.8	$3.5M	-15%	11k	320.80	View chart
Ishares Tr Core Intl Aggr (IAGG)	2.7	$3.4M	+24%	68k	50.04	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.4	$3.0M	+24%	104k	29.08	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.3	$2.9M	+28%	10k	287.20	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.3	$2.9M	-18%	45k	64.08	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	2.3	$2.9M		21k	138.32	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.2	$2.7M	+23%	55k	49.89	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.0	$2.6M	-24%	12k	217.25	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.0	$2.5M		4.4k	577.24	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.7	$2.2M	-11%	37k	58.54	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	1.7	$2.1M	+22%	94k	22.66	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.5	$1.9M		18k	106.50	View chart
Meta Platforms Cl A (META)	1.5	$1.9M		3.3k	572.12	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.5	$1.8M		9.6k	191.82	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.3	$1.7M		7.8k	215.07	View chart
NVIDIA Corporation (NVDA)	1.2	$1.5M		8.7k	174.41	View chart
Apple (AAPL)	1.2	$1.5M	+29%	5.9k	253.78	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$1.4M	-2%	2.8k	479.20	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.0	$1.2M	+41%	25k	49.95	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.9	$1.2M	-7%	23k	50.05	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.8	$1.0M		6.5k	161.72	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$1.0M	-31%	19k	54.05	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$984k	-6%	9.3k	106.15	View chart
Vanguard World Inf Tech Etf (VGT)	0.7	$859k		1.2k	697.90	View chart
Starbucks Corporation (SBUX)	0.7	$832k	-13%	9.3k	89.59	View chart
Amazon (AMZN)	0.5	$689k	+16%	3.3k	208.27	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBCB)	0.5	$585k		13k	45.35	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$584k	+65%	2.0k	287.60	View chart
Microsoft Corporation (MSFT)	0.4	$560k	+27%	1.5k	370.09	View chart
Wal-Mart Stores (WMT)	0.4	$554k		4.5k	124.27	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.4	$498k		11k	45.83	View chart
Roper Industries (ROP)	0.4	$480k	-21%	1.4k	353.95	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$480k		1.8k	261.93	View chart
Te Connectivity Ord Shs (TEL)	0.4	$458k		2.2k	209.02	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.3	$441k	-2%	3.2k	138.34	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$425k	-35%	3.9k	109.00	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.3	$395k		7.9k	49.97	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$378k	-21%	7.4k	50.98	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$321k		4.4k	73.63	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.2	$302k		3.0k	101.16	View chart
JPMorgan Chase & Co. (JPM)	0.2	$281k	NEW	955.00	294.14	View chart
Spdr Series Trust State Street Spd (SPMD)	0.2	$274k		4.6k	59.22	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$256k		1.9k	135.69	View chart
Tesla Motors (TSLA)	0.2	$234k		630.00	371.75	View chart
Costco Wholesale Corporation (COST)	0.2	$223k	NEW	224.00	997.05	View chart

Past Filings by Midwestern Financial

SEC 13F filings are viewable for Midwestern Financial going back to 2025

Midwestern Financial 2026 Q1 filed May 5, 2026
Midwestern Financial 2025 Q4 filed Feb. 6, 2026
Midwestern Financial 2025 Q3 filed Nov. 14, 2025
Midwestern Financial 2025 Q2 filed Aug. 28, 2025

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